FREE Forever
$0
Upto 2 Seats
Activities
- Custom Activity Types
- Email Reminder Notifications
- Default Notifications per Type
- Default Duration per Type
- Guest Attendance Confirmations
- Optional Calendar Visability
- 360 Visability
Grow
$24
per seat/Month
Contact Sales
Activities
- Custom Activity Types
- Email Reminder Notifications
- Default Notifications per Type
- Default Duration per Type
- Guest Attendance Confirmations
- Optional Calendar Visability
- 360 Visability
- SMS Reminder Notifications* (PayPerText)
63% started off with Professional
Expand
$60
per seat/Month
Unlimited Contact
Activities
- Custom Activity Types
- Email Reminder Notifications
- Default Notifications per Type
- Default Duration per Type
- Guest Attendance Confirmations
- Optional Calendar Visability
- 360 Visability
- SMS Reminder Notifications* (PayPerText)
- Time Tracking
- Result Tracking
- Optional Require Result Memo
- Tags
Scale
$96
per seat/Month
Contact Sales
Activities
- Custom Activity Types
- Email Reminder Notifications
- Default Notifications per Type
- Default Duration per Type
- Guest Attendance Confirmations
- Optional Calendar Visability
- 360 Visability
- SMS Reminder Notifications* (PayPerText)
- Time Tracking
- Result Tracking
- Optional Require Result Memo
- Tags
- Link to Multiple Deals
- Activity Type Specific Fields
FREE Forever
$0
Upto 2 Seats
Activities
- Custom Activity Types
- Email Reminder Notifications
- Default Notifications per Type
- Default Duration per Type
- Guest Attendance Confirmations
- Optional Calendar Visibility
- 360 Visibility
Grow
$30
per seat/Month
Contact Sales
Activities
- Custom Activity Types
- Email Reminder Notifications
- Default Notifications per Type
- Default Duration per Type
- Guest Attendance Confirmations
- Optional Calendar Visibility
- 360 Visibility
- SMS Reminder Notifications* (PayPerText)
63% started off with Professional
Expand
$75
per seat/Month
Unlimited Contact
Activities
- Activities Custom Activity Types
- Email Reminder Notifications
- Default Notifications per Type
- Default Duration per Type
- Guest Attendance Confirmations
- Optional Calendar Visibility
- 360 Visibility
- SMS Reminder Notifications* (PayPerText)
- Time Tracking
- Result Tracking
- Optional Require Result Memo
- Tags
Scale
$120
per seat/Month
Contact Sales
Activities
- Custom Activity Types
- Email Reminder Notifications
- Default Notifications per Type
- Default Duration per Type
- Guest Attendance Confirmations
- Optional Calendar Visibility
- 360 Visibility
- SMS Reminder Notifications* (PayPerText)
- Time Tracking
- Result Tracking
- Optional Require Result Memo
- Tags
- Link to Multiple Deals
- Activity Type Specific Fields
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AI
AI
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Email Compose/Rewrite
AutoSchedule based on Email Content
Deal Summary
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Email Summary
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Deal Recap before call/meeting
Deal Scoring
Deal Next Steps
Detect Out Of Office
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1click scheduling over email
Smackdab Branded
Noshow and cancellation management
Group booking links
Meeting types
1
Email Reminders
SMS Reminders
Roundrobin based on CRM or custom rules
Custom routing rules including assign to owner
Show calendar availability on your site
Schedule meetings from any web form
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Assign to account owner
Lead to account matching
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Timeline Comments
@Mentions
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Team Inbox*
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Important Fields
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Field Types
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Phone
Select Single
Text
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Unique Fields*
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Module Record
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Custom Views
10 Public
50
Custom Layouts*
Calculated Tags
Deals Only 3
Deals Only 10
Animated Icons
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Basic
Basic
Customizable QuickLooks Cards
Deals Only
Deals Only
Snippets
5
Pin Custom Views
Private Snippets
Private Custom Views
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Custom Entity
Custom Entity List ( List Only Entity Type )
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200 Per Month
Custom Trash Behavior
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1 to 1 Email
Smackdab Branded
Email Health Report
Custom Views
2 Public Only
Dynamic Lists
5
50
1000
2000
Static Lists
10
1000
1000
2000
Spam
Merge Fields
Templates
5 templates
Remind Me
Mute Thread
Block Sender
Known Sender
VIP List
Auto BCC
Multiple Signatures
All In Box (Single Inbox for All Communications)
Private, Shared, Public
Team In Boxes
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Important Emails
AI Summaries email Chain
Forms
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Redeem Smackbucks at the Depot for Rewards
Hierarchy Structure
Hierarchy Structure
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Branches*
1
1
3
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Teams*
1
1
Positions
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Contact and Account Org/Relation Charts
10
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.5% Platform Fee
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Doc and File Storage
Smackdab Mobile App
Integrated Credit Card and ACH Processing
Free Billing Administrator Only Users
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Deal Pipelines*
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Multi Account Deals
Pipeline Substages
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Universal Search
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Meeting Scheduler (Calendly Style)
Branded
Save Documents and share with Prospoects
5
Products
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Products
100
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Types
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Recording And Transcription
Recording And Transcription
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Share Meeting Reports with Guests
Book Marking
Comment
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2 minute Recap
Meeting Timer
Audio & Video Playback
Audio & Video Storage Duration
7 Days
30 Days
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Upload Audio or Video Recordings
100 Min/User/Month
200 Min/User/Month
300 Min/User/Month
Analytics
Topic Detection
Speaker Analytics
Action Items
Post Processing Alerts
Tag
Talk Time
Share with Attendee's
Speeker Coaching
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Summary Custom Report Templates
Meeting Scheduling Assistant
Revenue Intelligence*
Share Snippets
Category
Score Cards
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Clips Organized By Category
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Playbooks for Rep Training/Onboarding
Custom Meeting Bot Name/Image
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Keyword Tracker
Custom Question Identifier
Trigger Automations based on keywords
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Template Based Permission Groups
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Restore from Trash*
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3
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Deleted Data Restoration Retention Period
7
30
90 Days
180 Days
Custom Views
10
50
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File/Email Storage per Seat
1GB
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Custom Fields
5
20
200
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Calculated Fields
3
10
30
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Email Accounts per Seat
1
2
5
10
Email Templates Per Seat
5
Unlimited
Unlimited
Unlimited
Automations per Seat
5
20
100
Unlimited
Unique Fields
1
5
30
Unlimited
Included Transcription Minutes
200 Min User/Month
2000 min User/Month
Unlimited
Unlimited
PipeLine Stages
10
Unlimited
Unlimited
Unlimited
Pipelines
1
2
Unlimited
30 Days
Trash Max Retention Period
7 Days
30 Days
90 days
180 Days
Audio & Video Storage Duration
7 Days
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Activity Log ( Info )
30 Days
1 Year
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Thoughts from Our Customers
Discover how our customers are advancing their businesses and prospering.
Before Smackdab, we were constantly juggling customer data from multiple systems. Now, everything is in one place, and our team is more connected than ever.…
Jenny Wilson
Co-Founder of
“Smackdab has completely transformed how we manage customer follow-ups. We’re able to track every interaction and stay ahead of our client's needs.” – Mike, Business…
Jenny Wilson
Co-Founder of
Frequently asked questions
Below you’ll find answers to the most common questions related to applying CRM to your Small Business. If you still can’t find the answer you’re looking for, just contact us !
Reasons I should opt for a CRM?
CRM stands for Customer Relationship Management. It is software built to manage your company’s communication with existing as well as future clients. It mainly focuses on creating an environment where there is an improvement in your relationship with your client. Smackdab CRM thrives on strengthening your connections with your customers, so your overall process is easygoing, thus boosting revenue.
I own a small business and have finger-countable customers. Do I still need special software to manage them?
A CRM is an essential part of business, be it multi-layer, spread across various counties, or just a startup. Smackdab CRM will help you identify disengaged customers, automate assessment call schedules, enhance email marketing personalization, and much more. Talking figures, a mere 5% increase in your customer retention efforts can increase profits by between 25% and 95%.
What is the difference between Lead, Account, Deal, and Potential?
Leads are the people who walk to you to get information or you approach them to deliver an overview of your product. These are the raw details gathered about individuals or representatives of organizations from varied sources.
Accounts are the actual companies or a department of these companies you have your business deal with.
Contacts are the individuals representing a particular company, you are communicating with, to successfully close a deal in the future.
Potentials are the business deals with organizations that generate real revenue for your organization. Here, it passes through varied stages, namely, sales, prospecting, qualifying, analyzing, value discussing, and many more, before it is finally declared a win or a lost deal.
Is the system flexible? I am a growing business.
Yes, Smackdab CRM is such a technology that can scale up or down as needed and easily support multiple dealership locations. You can rest assured about it.
Is CRM expensive?
Traditional CRM systems are typically more costly than hosted CRM solutions. This is due to its IT overhead. Traditional systems require dedicated hardware, software installation, ongoing maintenance, and staff to manage them.
In contrast, hosted CRM solutions are maintained, upgraded, and backed up by the provider, meaning businesses only incur subscription costs.
How does a CRM system increase customer satisfaction?
CRM is a business that plays a very vital role. It aids in effectively managing relationships and maintaining clear communication with customers. By leveraging data on customers' interests, purchase history, and preferences, companies can tailor products, marketing, and services to meet clients' needs more effectively. This way, you can deliver more tailored services and cement your bonds with the customer, which will ultimately increase profits.
How Can We Integrate CRM with Legacy Systems?
Companies often have existing financial and contact management databases or spreadsheets. Many financial systems come with an associated CRM system that integrates seamlessly. When expanding or outgrowing their current system, businesses may need to migrate data from the old system to the new one. CRM consultancies can usually handle this data transfer.
Can my sales team download our customer database and then leave the company?
CRM systems have security profiles to prevent unauthorized actions by staff. For instance, deletion rights can be restricted to prevent disgruntled employees from deleting the database. Most CRM systems allow data export to Excel, but this feature can be disabled for certain users if needed. It's essential to discuss any security concerns with your CRM provider.
Will my home office staff be able to use your software?
Yes, the Smackdab CRM system supports remote users. In the following ways you can turn ON this feature::
- 1. Remote Web Access - Allows users to log into the live CRM system via the internet from home.
- 2. Remote Installation - Enables remote workers to have a copy of the software on their laptops, update the CRM database even without internet access, and sync data when connected.
- 3. Mobile CRM - Allows access and updates to the CRM system via a PDA or mobile phone.
- 4. VPN (Virtual Private Network) - Connects users to the work server via the internet from home.
